About Lori E. Sherman of STEWART & PATTEN
Lori E. Sherman is Member,Principal, Cfp, Chief Compliance Officer at Stewart & Patten Company Llc and has been affiliated with Stewart & Patten Company Llc since January-2003.
Stewart & Patten Company Llc is an investment advisor that manages 844.5 MM dollars in regulatory AUM and has 6 employees, of which 6 perform investment advisory functions. The managers's latest filing has disclosed 639MM in positions, which represents 76% of the manager's regulatory AUM.
For more on Stewart & Patten Company Llc including top positions, information on the investment process, service provider information, other key employees, real time performance, 13-F holdings and more visit the Fund Profile
Stewart & Patten Company Llc is an investment advisor that manages 844.5 MM dollars in regulatory AUM and has 6 employees, of which 6 perform investment advisory functions. The managers's latest filing has disclosed 639MM in positions, which represents 76% of the manager's regulatory AUM.
For more on Stewart & Patten Company Llc including top positions, information on the investment process, service provider information, other key employees, real time performance, 13-F holdings and more visit the Fund Profile
STEWART & PATTEN StockAlpha
| Top 25% |
StockAlpha
3 yr performance attributed to stock picking: -3.7%/yr
Co-workers of Lori E. Sherman at STEWART & PATTEN
| Name | Title | In Position Since |
|---|
| Ronald S. Patten | Member, Principal | January-1966 |
| Robert M. Gentry | Member, Principal, Cfa | January-2002 |
Fundamental & Technical Factor Exposure
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Lori E. Sherman Office Address
1 POST STREET, SUITE 850
SAN FRANCISCO, California
UNITED STATES, 94104
SAN FRANCISCO, California
UNITED STATES, 94104
Lori E. Sherman Contact Information
Phone Number: 415-421-4932
Fax Number: 415-421-0710
Website: http://www.stewartandpatten.com
Fax Number: 415-421-0710
Website: http://www.stewartandpatten.com
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